Financial Documentation & Compliance Specialist

GreatAmerica Financial Services Corporation; Cedar Rapids (IA); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) and Company Match

Annual Profit Sharing

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Short-Term and Long-Term Disability

Company Paid Life Insurance

Flexible Spending Accounts (FSA)

Health Savings Accounts (HSA)

Education and Career Planning Benefits

Tuition Assistance

Hybrid work arrangements

Networking Opportunities

Leadership Development Opportunities

Perks

Paid Parking

Job summary

GreatAmerica Financial Services Corporation seeks a Documentation Specialist to ensure accuracy, compliance, and efficient processing of financial transactions. You will review agreements, file UCCs, and input data to support funding and invoicing while maintaining exceptional customer service.

The role emphasizes attention to detail, strong communication, and the ability to adapt to changing documentation needs in a fast-paced environment.

Qualifications

• Associate’s degree required; Bachelor’s in Business or related field preferred.
• Experience in finance or leasing is a plus.
• Strong attention to detail and accuracy.
• Excellent communication and problem-solving skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with Infolease, Onbase, or similar platforms is a bonus.
• Ability to multitask and thrive in a fast-paced environment.

Responsibilities

• Quality gatekeeper: review signed agreements for policy alignment.
• File UCCs through ILien to protect interests.
• Calculate taxes, residuals, and payment structures with precision.
• Input data and initiate invoicing on the origination platform.
• Communicate with customers via phone and email to resolve documentation issues.
• Restructure contracts as needed (equipment swaps, tax updates, or payment changes).
• Make independent decisions to keep transactions flowing and customers happy.

Skills

Attention to detail

Communication

Problem solving

Multitasking

Team collaboration

Education

Associate’s degree

Bachelor’s in Business or related field

Tools

Infolease

Onbase

Microsoft Office

Job description

GreatAmerica Financial Services Corporation seeks a Documentation Specialist to ensure accuracy, compliance, and efficient processing of financial transactions. You will review agreements, file UCCs, and input data to support funding and invoicing while maintaining exceptional customer service.

The role emphasizes attention to detail, strong communication, and the ability to adapt to changing documentation needs in a fast-paced environment.